Telisha Wright

Financial Assistant

Brightside

May 2025 - Current (1 year 3 months)

• Provide fnancial education on relevant topics such as spending/saving/planning/credit score & debt pay down. • Deliver sound fnancial strategies to help clients meet their short-term and long-term goals. • Offer options and take action with negotiation strategies for clients on recurring bills. • Engage (via chat/email/phone) with our clients to understand their motivation to help them make changes in their fnancial behavior and remove any barriers in the way of their success. • Evaluate the full fnancial picture and use critical thinking/problem-solving skills to provide fnancial education and options. • Led client engagement efforts to understand motivations and remove barriers, delivering tailored fnancial strategies to support s

Senior Member Service Representative

Credit Karma

Jan 2024

• Provided support to members regarding account inquiries, processing transactions, and resolving issues. • Drafted technical documents, such as user manuals and training materials to ensure accuracy of content. • Reviewed product specifcations prior to launch in order to ensure accuracy of data points across all channels of distribution. • Investigated customer complaints in order to determine root cause then implemented corrective action plans accordingly. • Monitored operations and reviewed records and metrics to understand company performance. • Performed quality assurance testing on AI conversational chat in order to guarantee functionality upon delivery.

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Utility Relief Specialist

Randstad Staffng

Jan 2022

Multinational Program Analyst

Sompo International

Jan 2022 - Jan 2023 (1 year 1 month)

• Conduct in-depth research and analysis of complex data to identify trends and offer insightful recommendations to optimize company operations. • Function as intermediary between underwriter assistant and legal and regulatory compliance teams; ensure compliance with local statutes in jurisdictions worldwide to protect the company's assets and reputation. • Forge and foster collaborative working relationships with overseas offices to facilitate quote/bind/issue processes; liaise with legal, reinsurance, finance, and other departments as required. • Produce and maintain complete, up-to-date file documentation for record keeping and report generation on all accounts serviced. • Deliver actionable input on current processes and in

Worker's Compensation Specialist

Volt Workforce Solutions

Jan 2022

• Conducted thorough investigations of workers' compensation claims to evaluate liability and damages, ensuring accurate policy coverage assessment and communicating any discrepancies to relevant parties. • Determined and adjusted financial reserve requirements to align with claim developments, and efficiently referred complex cases to specialized units when needed. • Developed and implemented action plans tailored to individual cases, leveraging industry best practices and regulatory guidelines while enhancing customer relationships through clear communication and negotiation prowess. Additionally, utilized chat support skills to conduct check-ins with customers across multiple states, ensuring they remained informed and engaged throug

Syndicated Loan Analyst

Wells Fargo

Jan 2022

• Streamlined operational procedures to enhance compliance with organizational policies, ensuring efficient workflow and project management. • Coordinated community engagement initiatives, including event sponsorships and volunteer programs, fostering company-community relations. • Improved solution quality and cost-effectiveness, effectively addressing operation-specific issues and concerns. Additionally, leveraged customer service skills to build strong relationships with high-end clients, ensuring their needs were met and enhancing overall satisfaction with our services.

End-to-End Coordinator/Mortgage Loan Closer

Better.com

Jan 2021 - Jan 2022 (1 year 1 month)

• Coordinated with key stakeholders, including underwriters and loan consultants, to fulfill all loan closing requirements within mandated timelines. • Conducted client interviews to determine loan eligibility, ensuring adherence to regulatory and legal standards. • Analyzed and resolved suspended loan applications, leveraging data to inform borrower suitability decisions. • Managed loan processing using specialized software, achieving key performance indicators by handling over 60 loans monthly and maintaining a 100% call rate for guiding customers through the home buying or refinancing process. • Utilized chat support skills to enhance customer service, providing assistance across all 50 states and ensuring clients received timely

Senior Claims Examiner

Lincoln Financial

Jan 2019 - Jan 2021 (2 years 1 month)

• Evaluated and processed claims effciently, adhering to company guidelines to mitigate fnancial risks and maintain integrity in settlement procedures. • Enhanced fraud detection measures, resulting in a 70% reduction in fraudulent claims through meticulous social media investigations and operational improvements. • Provided mentorship and training to junior staff, fostering a culture of continuous learning and development, and received recognition for outstanding performance through rapid promotion and merit-based salary increases.

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Insurance Program Specialist

Alacrity Services

Jan 2017 - Jan 2019 (2 years 1 month)

• Analyzed and explained complex insurance plans to clients, ensuring adherence to legal standards in the processing of over 250 insurance claims per day. • Facilitated strong relationships between contractors and insurance firms, contributing to reduced operational expenses through strategic partnerships. • Delivered comprehensive training to new employees, contractors, and adjusters, resulting in an 80% enhancement in performance quality across the department. Additionally, utilized chat support skills to enhance customer service interactions, ensuring effective communication and support across all 50 states, which further improved client satisfaction and operational efficiency.

Insurance Account Assistant

Wells Fargo

Jan 2014 - Jan 2017 (3 years 1 month)

• Reviewed and categorized insurance documents for over 50 accounts, consistently exceeding performance benchmarks. • Performed periodic evaluations of over 200 complex customer insurance policies, including workers' compensation and auto liabilities, to ensure ongoing client protection and insurer compliance. • Managed daily team operations, effectively distributing workloads to prevent staff burnout and collaborated with management to expedite policy reviews, contributing to an 80% increase in complex claims management. Additionally, provided chat support to assist clients with inquiries, enhancing overall customer service and satisfaction for both commercial and personal clients in the insurance sector.

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Claims Specialist

Allstate Insurance

Jan 2012 - Jan 2014 (2 years 1 month)

• Assessed and processed an average of 50 customer insurance claims per day, ensuring thorough verification and accurate loss reporting. • Conducted detailed investigations for potential subrogation, collecting essential data and coordinating with external agencies to facilitate recovery efforts. • Managed a team during annual volunteer fundraisers, contributing to corporate social responsibility initiatives by promoting community engagement. Additionally, utilized chat support skills to enhance customer service interactions across all 50 states, ensuring that clients received timely assistance and information regarding their claims.

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